Taxslayer Problems for Experienced Preparers (based on TP4F's TaxSlayer introductory problems in 2015)
Problem | Intake | Scenario | Other | Printed | Notes | FAME-00 White | 12/10/2017 | 11/01/2018 | NJ Checklist 12/10/2017 Refund Monitor 11/01/2018
| 11/01/2018 | A class problem. Includes W-2, INT, DIV, 1099-R, SSA, 1099-G, W-2G, 1099-B and deductions Modified 11/1/2018 to correct scenario, and refund monitor | FAME-01 Meadows | 12/10/2017 | 12/10/2017 | Pension Exclusion 12/10/2017 NJ Checklist 12/10/2017
| 12/11/2017 | Includes W-2, INT, DIV, 1099-R, RRB-1099, 1098-E, and 1095-A | FAME-02 Scott | 12/10/2017 | 7/18/2018 | NJ Checklist 7/18/2018
| 11/2/2018
| Includes W-2, INT, DIV, 1098-MISC, Sch. C, 1099-R, W-2G, and 1098-T. Printed report updated to reflect ACA exemption & NJ use tax. Thnx Andy | FAME-03 Thompson | 12/10/2017 | 12/03/2017 | Healthcare.gov Affordability Data ACA Affordability Calculator NJ Checklist 12/10/2017
| 11/7/2018
| Includes W-2G, 1099-R, SSA, Broker Statement and deductions. Printed report updated to reflect ACA exemption. Thanks again, Andy. |
Problem | Intake | Scenario | Other | Printed | Notes | FAME-01 Andrews | 12/28/2018 | 12/28/2018 | NJ Checklist *, Answer Notes *
| * | SIngle Working Taxpayer, W2, INT, Unemployment, Student Loan, | FAME-02 Baker | 12/28/2018 | 12/28/2018 | NJ Checklist *, Answer Notes * | * | Single Working Parent, W2, INT, Disability, Gambling, 1099-C, Dependent Care | FAME -03 Caldwell | 12/28/2018 | 12/28/2018 | NJ Checklist *, Answer Notes *
| * | Young Married Couple, W2, INT/DIV, IRA withdrawal, 1098-T, Schedule C, Estimated Payments | FAME-04 Davenport | 12/28/2018 | 12/28/2018 | NJ Checklist*, Answer Notes *
| * | Senior Married Couple, Social Security, 1099-R, Land Rental, 1099-B, Brokerage Statements, K-1, Itemized Deductions | FAME-05 Thompson | 12/28/2018
| 12/28/2018 | NJ Checklist 12/28/2018 Answer Notes 12/28/2018 | 01/03/2019 | Social Security, 1099-R, Broker Statements, Gambling, Deductions, 1099-LTC, ACA exemption | * A link to these files with answers available on request. Separate e-mail with instructions has been sent to all Middlesex counselors and trainees.
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